S&P Global Inc.
SPGI- Exchange
- NYSE
- Industry
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0000064040
No open-market purchases or sales by S&P Global Inc. insiders were filed in the last 90 days; 2,076 institutions reported holding it in 13F filings for Q2 2026, worth $105.7B in total; 9 superinvestors hold it, including TCI Fund Management and Pershing Square.
13F holders, Q3 2023
Institutional positions in S&P Global Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,625
- +24 vs. Q2 2023
- Shares held
- 274.5M
- −2.71M (−1.0%) vs. Q2 2023
- Total value
- $100.4B
- −$10.6B (−9.6%) vs. Q2 2023
- New holders
- 128
- 636 more added
- Sold out
- 104
- 600 more reduced
21 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,076 | $105.7B |
| Q1 2026 | 2,127 | $108.7B |
| Q4 2025 | 2,204 | $137.4B |
| Q3 2025 | 2,059 | $126.8B |
| Q2 2025 | 2,068 | $140.5B |
| Q1 2025 | 2,082 | $135.4B |
| Q4 2024 | 2,046 | $134.2B |
| Q3 2024 | 1,937 | $140.2B |
| Q2 2024 | 1,843 | $121.4B |
| Q1 2024 | 1,836 | $115.2B |
| Q4 2023 | 1,774 | $121.3B |
| Q3 2023 | 1,625 | $100.4B |
| Q2 2023 | 1,622 | $111.1B |
| Q1 2023 | 1,598 | $95.3B |
| Q4 2022 | 1,571 | $93.8B |
| Q3 2022 | 1,501 | $87.7B |
| Q2 2022 | 1,559 | $99.6B |
| Q1 2022 | 1,650 | $127.4B |
| Q4 2021 | 1,541 | $107.5B |
| Q3 2021 | 1,417 | $95.7B |
| Q2 2021 | 1,358 | $92.0B |
| Q1 2021 | 1,300 | $76.2B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hoxton Planning & Management, LLC | 1,542 | $563.0K | 0.36% | −71−4.4% | Reduced |
| Guidance Capital, Inc | 1,575 | $561.4K | 0.25% | +93+6.3% | Added |
| Michael B. Yongue | 1,531 | $559.4K | 0.55% | −32−2.0% | Reduced |
| FineMark National Bank & Trust | 1,522 | $556.2K | 0.02% | −18−1.2% | Reduced |
| NorthRock Partners, LLC | 1,515 | $553.8K | 0.06% | −115−7.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,513 | $552.9K | 0.13% | −7−0.5% | Reduced |
| Stonegate Investment Group, LLC | 1,510 | $551.8K | 0.02% | −59−3.8% | Reduced |
| Spinnaker Trust | 1,497 | $547.0K | 0.04% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 1,493 | $545.6K | 0.18% | +432+40.7% | Added |
| Alpha Cubed Investments, LLC | 1,493 | $545.5K | 0.04% | +24+1.6% | Added |
| Nilsine Partners, LLC | 1,492 | $545.2K | 0.08% | −5−0.3% | Reduced |
| Nova R Wealth, Inc. | 1,492 | $545.1K | 0.38% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,490 | $544.5K | 0.04% | +1,490 | New |
| XTX Topco Ltd | 1,489 | $544.1K | 0.09% | +1,489 | New |
| Vestmark Advisory Solutions, Inc. | 1,481 | $541.3K | 0.04% | −12,350−89.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,467 | $536.1K | 0.34% | +25+1.7% | Added |
| Cantor Fitzgerald, L. P. | 1,464 | $535.0K | 0.01% | +27+1.9% | Added |
| Independence Bank of Kentucky | 1,462 | $534.2K | 0.23% | +269+22.5% | Added |
| New Hampshire Trust | 1,456 | $532.0K | 0.14% | −9−0.6% | Reduced |
| Vantage Investment Partners, LLC | 1,456 | $532.0K | 0.07% | +1,456 | New |
| Mitchell Sinkler & Starr | 1,449 | $529.5K | 0.16% | +490+51.1% | Added |
| J. W. Coons Advisors, LLC | 1,443 | $527.3K | 0.15% | −5,120−78.0% | Reduced |
| Arkadios Wealth Advisors | 1,436 | $524.8K | 0.05% | +130+10.0% | Added |
| ORG Partners LLC | 1,430 | $522.5K | 0.15% | +80+5.9% | Added |
| Prossimo Advisors, LLC | 1,420 | $519.0K | 1.22% | +125+9.7% | Added |
| Nicholas Hoffman & Company, LLC. | 1,418 | $518.2K | 0.04% | +26+1.9% | Added |
| Elevated Capital Advisors, LLC | 1,414 | $516.7K | 0.18% | −17−1.2% | Reduced |
| Fidelis Capital Partners, LLC | 1,409 | $514.9K | 0.18% | +220+18.5% | Added |
| Wesbanco Bank Inc | 1,389 | $507.6K | 0.02% | −15−1.1% | Reduced |
| Naples Global Advisors, LLC | 1,374 | $502.1K | 0.06% | +72+5.5% | Added |
| Sound Financial Strategies Group, LLC | 1,370 | $500.6K | 0.41% | −146−9.6% | Reduced |
| Richard W. Paul & Associates, LLC | 1,369 | $500.5K | 0.23% | −32−2.3% | Reduced |
| Avestar Capital, LLC | 1,365 | $498.8K | 0.08% | +101+8.0% | Added |
| Allstate Corp | 1,363 | $498.1K | 0.03% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,363 | $498.0K | 0.04% | −159−10.4% | Reduced |
| United Community Bank | 1,360 | $497.0K | 0.24% | +863+173.6% | Added |
| Hollencrest Capital Management | 1,351 | $493.6K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,348 | $492.6K | 0.10% | +100+8.0% | Added |
| Welch & Forbes LLC | 1,342 | $490.4K | 0.01% | −19−1.4% | Reduced |
| Gryphon Financial Partners LLC | 1,340 | $489.8K | 0.12% | +138+11.5% | Added |
| Mutual Advisors, LLC | 1,336 | $488.3K | 0.02% | −1−0.1% | Reduced |
| MainStreet Investment Advisors LLC | 1,336 | $488.2K | 0.06% | −6−0.4% | Reduced |
| Allworth Financial LP | 1,332 | $486.8K | 0.00% | +374+39.0% | Added |
| Balboa Wealth Partners | 1,310 | $478.8K | 0.18% | +16+1.2% | Added |
| Boothbay Fund Management, LLC | 1,307 | $477.6K | 0.02% | −8,393−86.5% | Reduced |
| Verdence Capital Advisors LLC | 1,304 | $476.4K | 0.05% | +188+16.8% | Added |
| Royal Capital Wealth Management, LLC | 1,300 | $475.0K | 0.46% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,292 | $472.1K | 0.19% | −62−4.6% | Reduced |
| Wambolt & Associates, LLC | 1,282 | $470.1K | 0.17% | +28+2.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,277 | $466.6K | 0.24% | +13+1.0% | Added |
| Leavell Investment Management, Inc. | 1,274 | $466.0K | 0.03% | +5+0.4% | Added |
| Applied Capital LLC | 1,271 | $464.4K | 0.46% | 00.0% | Unchanged |
| Country Club Bank | 1,238 | $456.2K | 0.04% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 1,246 | $455.0K | 0.00% | +1,246 | New |
| Golden State Equity Partners | 1,243 | $454.2K | 0.13% | +218+21.3% | Added |
| Centerpoint Advisors, LLC | 1,231 | $450.0K | 0.19% | 00.0% | Unchanged |
| JS Capital Management LLC | 1,225 | $447.6K | 0.06% | +1,225 | New |
| Eqis Capital Management, Inc. | 1,219 | $445.6K | 0.05% | −587−32.5% | Reduced |
| Joule Financial, LLC | 1,218 | $445.1K | 0.23% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,214 | $443.6K | 0.02% | +7+0.6% | Added |
| Simon Quick Advisors, LLC | 1,212 | $442.9K | 0.04% | +614+102.7% | Added |
| Invenio Wealth Partners LLC | 1,212 | $442.9K | 0.40% | −138−10.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,211 | $442.5K | 0.10% | +411+51.4% | Added |
| Graypoint LLC | 1,208 | $441.4K | 0.04% | −60−4.7% | Reduced |
| Sunbelt Securities, Inc. | 1,207 | $441.2K | 0.06% | −22−1.8% | Reduced |
| Banco BTG Pactual S.A. | 1,200 | $438.5K | 0.18% | +1,200 | New |
| Lombard Odier Asset Management (USA) Corp | 1,200 | $438.0K | 0.08% | +595+98.3% | Added |
| Founders Financial Alliance, LLC | 1,198 | $437.8K | 0.19% | −215−15.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,191 | $435.4K | 0.02% | −48−3.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,191 | $435.2K | 0.45% | −1−0.1% | Reduced |
| Farther Finance Advisors, LLC | 1,190 | $434.8K | 0.07% | +582+95.7% | Added |
| Fifth Third Wealth Advisors LLC | 1,188 | $434.1K | 0.18% | +275+30.1% | Added |
| LWM Advisory Services, LLC | 1,187 | $434.0K | 0.47% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,185 | $433.1K | 0.01% | −158−11.8% | Reduced |
| Level Four Advisory Services, LLC | 1,181 | $431.6K | 0.03% | −13−1.1% | Reduced |
| Magellan Asset Management Ltd | 1,179 | $430.8K | 0.00% | +19+1.6% | Added |
| First Affirmative Financial Network | 1,175 | $429.3K | 0.42% | +51+4.5% | Added |
| Smithfield Trust Co | 1,169 | $429.0K | 0.03% | −65−5.3% | Reduced |
| Revisor Wealth Management LLC | 1,174 | $429.0K | 0.36% | +317+37.0% | Added |
| Principle Wealth Partners LLC | 1,166 | $426.1K | 0.04% | +7+0.6% | Added |
| KC Investment Advisors, LLC | 1,164 | $425.3K | 0.28% | +44+3.9% | Added |
| CWA Asset Management Group, LLC | 1,163 | $425.0K | 0.03% | +279+31.6% | Added |
| Institute for Wealth Management, LLC. | 1,158 | $423.1K | 0.08% | 00.0% | Unchanged |
| First Interstate Bank | 1,155 | $422.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,148 | $419.5K | 0.05% | −14−1.2% | Reduced |
| Carlson Capital Management | 1,148 | $419.5K | 0.02% | +202+21.4% | Added |
| Callan Capital, LLC | 1,139 | $416.2K | 0.04% | +224+24.5% | Added |
| Smith Shellnut Wilson LLC | 1,137 | $415.5K | 0.25% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,134 | $414.4K | 0.22% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,133 | $414.1K | 0.22% | +43+3.9% | Added |
| Transamerica Financial Advisors, Inc. | 1,133 | $414.0K | 0.06% | −162−12.5% | Reduced |
| IHT Wealth Management, LLC | 1,130 | $413.2K | 0.02% | +150+15.3% | Added |
| Headlands Technologies LLC | 1,130 | $412.9K | 0.20% | +1,130 | New |
| Unigestion Holding SA | 1,108 | $408.3K | 0.03% | +1,108 | New |
| One Wealth Advisors, LLC | 1,116 | $407.8K | 0.09% | −9−0.8% | Reduced |
| PFG Investments, LLC | 1,114 | $407.2K | 0.08% | −4−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,112 | $406.3K | 0.05% | −4−0.4% | Reduced |
| Legacy Financial Advisors, Inc. | 1,106 | $404.2K | 0.08% | +50+4.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,102 | $402.7K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,102 | $402.5K | 0.05% | +356+47.7% | Added |